See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,426 | $48,230-20.3% | $67,502-43.1% | $80,856-52.5% |
| Participation rate | 48.6% | 66.4%-17.8pp | 72.9%-24.3pp | 67.6%-19.1pp |
| Annual return | 22.70% | 18.28%+4.4pp | 3512.12%-3489.4pp | 35.59%-12.9pp |
| Employer contribution / active EE | $1,195 | $2,020-40.8% | $2,731-56.3% | $2,755-56.6% |
| Participant deferral / active EE | $1,727 | $2,924-40.9% | $4,000-56.8% | $4,296-59.8% |
| Admin fee / account holder | $1,808 | $3,681-50.9% | $3,998-54.8% | $6,918-73.9% |